| By Justin L. Mack 5 min read | The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different. Read story → |
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| | | By Justin L. Mack 5 min read | With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital. Read story → |
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| | | By Dan Shaw 6 min read | The head of the Commodities Futures Trading Commission disputes the idea that his agency would have a "light touch" with digital assets or encroach on the SEC. Read story → |
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| | | By Chris Gaetano 2 min read | A recent study has found a correlation between tax scrutiny of digital assets and the use of tax loss harvesting as a compensating measure. Read story → |
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| Learn how to stay on top of what matters, keep team members accountable and streamline your practice Learn how here → |
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| | | By Katie Greifeld 2 min read | The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says. Read story → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Tuesday, December 13, 2022 2:00 PM EST | Join Tim Woods, FireMon's Vice President of Technology Alliances, for a discussion on how your business can re-think the simple with automation, how to prepare and protect from security breaches and the importance of visibility and policy hygiene. Learn More → | SPONSOR CONTENT FROM FIREMON | | | REPORT | | | The future is here and it's digital first. Learn More → | SPONSOR CONTENT FROM Salesforce | | | REPORT | | | In a new Salesforce survey, 72% of senior financial services executives reported that their customers were mostly or extremely satisfied. Customers themselves tell a different story. Learn More → | SPONSOR CONTENT FROM Salesforce | | | WHITEPAPER | | | Increase organic growth with new CRM technologies. Learn how! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | More resources → |
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